IPW
SPYG icon

Intergy Private Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Intergy Private Wealth’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Sell
89,522
-677
-0.8% -$77.4K 2.46% 10
2026
Q1 		$8.83M Buy
90,199
+1
+0% +$104 2.59% 8
2025
Q4 		$9.62M Buy
90,198
+1
+0% +$106 2.9% 8
2025
Q3 		$9.43M Sell
90,197
-1,783
-2% -$178K 2.95% 8
2025
Q2 		$8.77M Sell
91,980
-246
-0.3% -$21.1K 2.99% 8
2025
Q1 		$7.41M Sell
92,226
-1,629
-2% -$142K 2.82% 8
2024
Q4 		$8.25M Buy
93,855
+1
+0% +$86 3.08% 8
2024
Q3 		$7.78M Sell
93,854
-200
-0.2% -$16K 2.96% 8
2024
Q2 		$7.54M Sell
94,054
-691
-0.7% -$51.6K 3.11% 8
2024
Q1 		$6.93M Sell
94,745
-258
-0.3% -$18K 2.85% 8
2023
Q4 		$6.18M Buy
95,003
+4,209
+5% +$260K 2.67% 9
2023
Q3 		$5.38M Buy
90,794
+3
+0% +$184 2.69% 9
2023
Q2 		$5.54M Sell
90,791
-597
-0.7% -$34.2K 2.71% 8
2023
Q1 		$5.06M Sell
91,388
-679
-0.7% -$36K 2.83% 8
2022
Q4 		$4.67M Sell
92,067
-7,363
-7% -$383K 2.92% 8
2022
Q3 		$4.98M Buy
+99,430
New +$5.59M 3.53% 6

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Intergy Private Wealth's SPYG Position: Q2 2026 in Review

Intergy Private Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.75% in Q2 2026, selling an estimated $77.4K and leaving 89,522 shares worth $10.7M. The position accounts for 2.46% of the portfolio, ranked #10.

Intergy Private Wealth first reported a position in SPYG in Q3 2022 and has held it in 16 quarters since. 345 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Intergy Private Wealth held 89,522 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $10.7M as of Q2 2026.
  • Intergy Private Wealth sold 677 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $77.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 2.46% of Intergy Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Intergy Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 345 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.